Case 01International Finance Consultancy · Confidential
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Built the CRM from zero. Shipped a $6.2M pipeline.

In 2021 they had a five-seat Salesforce setup with limited adoption and no reliable way to tie marketing to revenue. By 2024 I was running a $6.2M+ pipeline engine on HubSpot with 100+ employees onboarded and revenue traceable back to channel source. I built the system from zero, then owned it across Marketing, Sales, and Service.

Tenure
5 years · in-house
Industry
Finance / Advisory
Scope
HubSpot · RevOps · Lifecycle
Confidentiality
Client identity redacted
01The numbers that matter
01Net-new pipeline
$0M+

Marketing-sourced across tenure, through 2025

02MARKETING DEALS · 2024 YOY
0%

19 deals to 41 in twelve months

03Pipeline growth · 2025 YoY
0%

Marketing-sourced, year over year

04Pipeline · 2025
$0M

Marketing contribution in a single year

02MARKETING DEALS · 2023 VS 2024

Doubled deals in twelve months.

Marketing-originated deals jumped from 19 to 41 the year I defined the funnel, made MQL and SQL criteria operational, and put pipeline visibility in front of leadership. The team didn't grow, the instrumentation did.

03PIPELINE BY ORIGIN · 2025

A balanced mix, no single lucky lever.

Conferences led on deal volume, inbound led on pipeline dollars, and webinars plus intent data closed six-figure outcomes without much noise. Pipeline that keeps producing when a single channel goes cold.

04Practice Growth · 2025

Every practice line grew, year over year.

Per-practice programs across webinars, list hygiene, content, and events compounded into growth on every line. Practice and client names redacted at the client's request.

05What I built
Infrastructure
  • Full HubSpot build replacing a limited Salesforce setup
  • Owned the platform across Marketing, Sales, and Service
  • Lifecycle stages, MQL / SQL criteria, and lead tracking across every channel
  • Dashboards leadership opens every Monday
  • 100+ employees onboarded, trained, and supported
Programs
  • 600+ email campaigns and automation workflows, $1.2M+ in sourced pipeline across tenure
  • Multi-channel programs across email, events, webinars, and partnerships
  • Webinar engine across every practice line
  • Inbound funnel and website inquiry routing built end-to-end
  • Intent-data integration wired into the CRM
Outcome
  • $6.2M+ in net-new pipeline across tenure
  • 115% YoY growth in marketing-sourced deals in 2024 (19 to 41)
  • 51% YoY pipeline growth in 2024
  • $2.68M in marketing-sourced pipeline in 2024
  • Leadership dashboards reviewed every Monday

Five years in-house is where I learned to build a revenue system that a CFO will sign off on and a CEO will quote in the board deck.

Book an intro call

Build the numbers next.

A short call to understand the gaps, the systems behind them, and whether the work belongs in my hands.

If it's a fit, we move into a paid working session from there.

Prefer email? elizabeth@selkire.com